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Goal: separate shaping work from implementation. You use Conversations to draft a spec, create a task, assign an agent, and review the output without losing context.
CSV export spec task in progress with acceptance criteria visible

Scenario

You are a PM or founder preparing a feature. You want to challenge your own assumptions before an agent writes code, then review the implementation like a code reviewer. Before: one giant prompt in a chat tool, no audit trail. After: Plan-mode notes → task with acceptance criteria → agent run → human review on the board.

Copy-paste task example

Title: Add workspace-level export for task board (CSV) Description:

Steps

1

Think through the feature

Open ConversationsThink. Ask Notiky to challenge scope and list risks:
We’re adding CSV export for tasks. What are we forgetting? Push back on scope creep.
Capture decisions in the thread before you write the task.
2

Draft the spec in Plan mode

Switch to Plan. Ask for a task title, description, and acceptance criteria — still without mutating the board if you prefer control.Copy the output into your task draft, or switch to Do if you want the agent to create the task directly.
3

Create and refine the task

Open TasksNew Task. Paste the spec. Tighten acceptance criteria until a stranger could verify done/not-done.
4

Assign to an implementation agent

Assign to an agent on a runtime with repo access — e.g. Claude Code or Cursor Agent on your co-founder’s machine.
Spec task assigned to Builder in Properties
5

Track in In Progress

While the agent runs, keep the task in In Progress. Subscribe teammates or add yourself as assignee for review if your workflow uses dual ownership.
Spec task in progress while agent implements
6

Review like a PR

When the agent marks progress or completes, review diffs locally or in your usual git flow. Comment on the task:
  • “Missing empty-state test”
  • “Please rename column header to Created at (UTC)”
Re-assign or move back to In Progress if changes are needed.
7

Ship and document

Move to Done. Link the conversation in a task comment so future readers know why the feature exists.

Mode cheat sheet


Tighten acceptance criteria. Add an “Out of scope” section. See Tasks tips.
Normal for early agent workflows. Shorter tasks with narrower scope improve review speed.

Decision → task → agent

Conversations

Tasks

Bugfix while away